Top performing managers by category: commingled accounts, 2nd Quarter 2021




Target Date 2026-20301 year gross return1 year net return
Morningstar Lifetime Gr 2030 Index N-133.3433.23
FIAM Blend Target Date 2030 T29.6929.38
FIAM Blend Target Date 2030 S29.6829.35
FIAM Blend Target Date 2030 Q29.7329.32
FIAM Blend Target Date 2030 R29.7129.32
FIAM Blend Target Date 2030 X29.7629.30
FIAM Blend Target Date 2030 Y29.7029.26
FIAM Blend Target Date 2030 W29.7029.18
FIAM Blend Target Date 2030 V29.7129.17
Voya Target Solution 2030 Trust29.1228.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2026-20305 year gross return5 year net return
FIAM Blend Target Date 2030 T13.0812.81
FIAM Blend Target Date 2030 S13.0812.78
FIAM Blend Target Date 2030 R13.1012.76
FIAM Blend Target Date 2030 Q13.1012.72
FIAM Blend Target Date 2030 Y13.0912.71
FIAM Blend Target Date 2030 X13.1012.69
FIAM Blend Target Date 2030 W13.0912.64
FIAM Blend Target Date 2030 V13.1112.61
Morningstar Lifetime Gr 2030 Index N-1n/a12.57
FIAM Index Target Date 2030 R12.1412.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth1 year gross return1 year net return
Frontegra Small Cap Core Fund67.2366.22
FIAM Small Cap Core Class B65.5964.64
FIAM Small Cap Core Class P65.5564.58
FIAM Small Cap Core Class O65.5864.56
FIAM Small Cap Core Class D65.5764.42
FIAM Small Cap Core Pool65.5764.30
FIAM Small Cap Core Class G65.5864.26
Wellington CIF II Small Cap 2000 S165.2063.95
FIAM Small Company Class B58.7457.76
FIAM Small Company Pool58.7457.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S1n/a19.22
Wellington CIF II SMID Cap Research S1n/a18.59
Frontegra Small Cap Core Fund18.6917.95
FIAM Small Cap Core Class B17.1916.49
FIAM Small Cap Core Class P17.1516.46
FIAM Small Cap Core Class O17.1516.43
FIAM Small Cap Core Class Dn/a16.34
FIAM Small Cap Core Pool17.1616.24
FIAM Small Cap Core Class G17.1516.22
FIAM Small Company Class B16.0215.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


High Yield Bond1 year gross return1 year net return
Mesirow Financial High Yield CIT Fdrs29.0428.45
DDJ Total Return Credit I Composite24.3323.39
Barings US High Yield CIF A19.3918.91
Shenkman Capital Four Pts Multi-Strat Fd18.0617.05
Loomis Sayles HYCSV CIT17.4016.82
BNYM Mellon DB SL High Yield Beta Fund16.0915.80
Wellington CIF II Core High Yield S115.1914.75
MacKay Shields High Yld Bond CIT Class 115.0614.66
MacKay Shields High Yld Bond CIT 2n/a14.54
Eaton Vance EB High Yield I14.9114.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


High Yield Bond5 year gross return5 year net return
Shenkman Capital Four Pts Multi-Strat Fd9.438.47
DDJ Total Return Credit I Composite8.997.83
BNYM Mellon DB SL High Yield Beta Fund7.897.62
Loomis Sayles HYCSV CIT7.637.09
Wellington CIF II Core High Yield S17.537.09
Eaton Vance EB High Yield I7.176.69
FIAM High Yield Bond Commingled Pool6.856.32
Shenkman Capital Mgt Primus HighYield CF7.226.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Conservative Allocation1 year gross return1 year net return
Wellington CIF II Balanced Real Asset S128.4327.77
FIAM Pension Journey 50/50 Commingled Pl16.8916.89
FIAM Pension Journey 40/60 Commingled Pl13.4413.44
FIAM Pension Journey 30/70 Commingled Pl10.1310.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2021-20251 year gross return1 year net return
Morningstar Lifetime Gr 2025 Index N-129.1829.08
FIAM Blend Target Date 2025 T26.0225.71
FIAM Blend Target Date 2025 S25.9925.66
FIAM Blend Target Date 2025 R26.0125.64
FIAM Blend Target Date 2025 Q26.0325.62
FIAM Blend Target Date 2025 X26.1125.60
FIAM Blend Target Date 2025 Y26.0025.57
FIAM Blend Target Date 2025 V26.0225.49
FIAM Blend Target Date 2025 W25.9825.48
Voya Target Solution 2025 Trust25.7025.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2021-20255 year gross return5 year net return
Morningstar Lifetime Gr 2025 Index N-1n/a11.71
FIAM Blend Target Date 2025 T11.6611.39
FIAM Blend Target Date 2025 S11.6611.37
FIAM Blend Target Date 2025 R11.6811.34
FIAM Blend Target Date 2025 Q11.6711.29
FIAM Blend Target Date 2025 Y11.6711.29
FIAM Blend Target Date 2025 X11.6811.26
FIAM Blend Target Date 2025 W11.6511.21
FIAM Blend Target Date 2025 V11.6711.18
State St Target Ret 2025 NL Cl An/a10.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Global Real Estate1 year gross return1 year net return
Cohen & Steers Global Realty CIT B39.0638.10
Cohen & Steers Global Realty CIT CL A39.0838.05
AEW Gl Property Secs Master Tr NIMn/a33.54
AEW Gl Property Secs Master Tr-DC Plan B33.8333.40
AEW Gl Property Secs Master Tr L33.7933.38
AEW Gl Property Secs Master Tr-Class A33.8233.25
Invesco Equity Global RE Secs Tr C30.2129.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Realty CIT Bn/a9.10
Cohen & Steers Global Realty CIT CL A9.879.05
AEW Gl Property Secs Master Tr-DC Plan B6.576.20
AEW Gl Property Secs Master Tr NIMn/a6.14
AEW Gl Property Secs Master Tr Ln/a6.14
AEW Gl Property Secs Master Tr-Class A6.566.09
Invesco Equity Global RE Secs Tr Cn/a4.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond1 year gross return1 year net return
Fort Washington Cor Pls Fxd Inc CIT Fdrs3.963.65
FIAM Broad Market Duration Pool2.692.44
Invesco Intermediate Bond Trust2.652.34
FIAM Intermediate Duration Pool2.071.81
FIAM Intermediate Duration Pool D2.051.80
MetLife Core Plus Collective Trust 11.191.03
FIAM Target Date Inv Grd Sctzd Cmgld Pl0.800.80
Wellington CIF II Core Bond S11.000.74
State St US Int Gov/Crd Bnd Indx SL Cl I0.310.31
AFL-CIO Housing Inv Trust AFL-CIO CF0.450.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool4.374.11
Wellington CIF II Core Bond S14.113.83
Invesco Intermediate Bond Trust3.943.63
State St US Bnd Indx SL Cl I3.073.07
State St US Bnd Indx NL Cl An/a3.04
FIAM Intermediate Duration Pool3.273.02
BNYM Mellon DB SL Agg Bond Index Fd3.032.98
BNYM Mellon SL Aggregate Bond Index Fund3.002.96
BNYM Mellon NSL Agg Bond Index Fd Instl2.952.93
FIAM U.S. Bond Index Pool2.962.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


High Yield Bond1 year gross return1 year net return
Mesirow Financial High Yield CIT Fdrs29.0428.45
DDJ Total Return Credit I Composite24.3323.39
Barings US High Yield CIF A19.3918.91
Shenkman Capital Four Pts Multi-Strat Fd18.0617.05
Loomis Sayles HYCSV CIT17.4016.82
BNYM Mellon DB SL High Yield Beta Fund16.0915.80
Wellington CIF II Core High Yield S115.1914.75
MacKay Shields High Yld Bond CIT Class 115.0614.66
MacKay Shields High Yld Bond CIT 2n/a14.54
Eaton Vance EB High Yield I14.9114.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


High Yield Bond5 year gross return5 year net return
Shenkman Capital Four Pts Multi-Strat Fd9.438.47
DDJ Total Return Credit I Composite8.997.83
BNYM Mellon DB SL High Yield Beta Fund7.897.62
Loomis Sayles HYCSV CIT7.637.09
Wellington CIF II Core High Yield S17.537.09
Eaton Vance EB High Yield I7.176.69
FIAM High Yield Bond Commingled Pool6.856.32
Shenkman Capital Mgt Primus HighYield CF7.226.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend1 year gross return1 year net return
Epoch U.S. All Cap Equity CIT Class 151.3250.34
Pioneer Large Cap Core Equity Trust - T246.8546.12
State St Russell All Cap® Indx SL Cl I44.2744.27
Spartan Total Market Index Pool A44.2644.26
BNYM Mellon NSL Broad Market SIF UC143.9943.90
NT R1000 Index Fund - NL43.0443.04
BNYM Mellon NSL Large Cap SIF Instl43.0343.02
BNYM Mellon DB SL Large Cap SIF43.0442.99
BNYM Mellon NSL Large Cap SIF UC143.0342.96
BNYM Mellon AFL-CIO SL Stock Index Fund40.8440.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend5 year gross return5 year net return
Pioneer Large Cap Core Equity Trust - T220.3319.73
BNYM Mellon NSL Dynamic US Equity Fund19.3418.91
NT R1000 Index Fund - NL17.9917.99
BNYM Mellon DB SL Large Cap SIF18.0217.97
BNYM Mellon NSL Large Cap SIF Instl17.9717.96
State St Russell All Cap® Indx SL Cl I17.9117.91
BNYM Mellon NSL Large Cap SIF UC117.9717.90
BNYM Mellon NSL Broad Market SIF UC117.8317.76
PanAgora US LgCp Stk Selector CF - I18.3617.74
PanAgora US LgCp Stk Selector CF - R18.3617.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2000-20101 year gross return1 year net return
FIAM Blend Target Date 2010 T15.4315.15
FIAM Blend Target Date 2010 S15.4515.15
FIAM Blend Target Date 2010 Y15.4815.09
FIAM Blend Target Date 2010 R15.4115.06
FIAM Blend Target Date 2010 X15.5015.05
FIAM Blend Target Date 2010 Q15.4015.03
FIAM Blend Target Date 2010 W15.4214.96
FIAM Blend Target Date 2010 V15.4414.96
FIAM Index Target Date 2010 R12.2512.20
FIAM Index Target Date 2010 T12.2512.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2000-20105 year gross return5 year net return
FIAM Blend Target Date 2010 T8.498.23
FIAM Blend Target Date 2010 S8.508.22
FIAM Blend Target Date 2010 R8.498.17
FIAM Blend Target Date 2010 Y8.508.13
FIAM Blend Target Date 2010 Q8.498.12
FIAM Blend Target Date 2010 X8.508.11
FIAM Blend Target Date 2010 W8.448.01
FIAM Blend Target Date 2010 V8.488.01
FIAM Index Target Date 2010 R7.727.66
FIAM Index Target Date 2010 T7.737.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Real Estate1 year gross return1 year net return
State St REIT Indx NL Cl A39.9339.93
BNYM Mellon NSL REIT Index Fund Instl39.9339.89
BNYM Mellon NSL REIT Index Fund39.9339.80
Duff & Phelps U.S. REIT CIT, Class 140.6639.75
PIMCO RealEstatePLUS CIT I39.7439.07
Spartan Real Estate Index Pool A38.0938.09
Spartan Real Estate Index Pool E38.1038.03
Cohen & Steers U.S. Realty Fund Class C36.4835.80
Cohen & Steers U.S. Realty Fund Class Fn/a35.72
Cohen & Steers U.S. Realty Fund Class B36.4635.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Real Estate5 year gross return5 year net return
Cohen & Steers U.S. Realty Fund Class Cn/a9.61
Cohen & Steers U.S. Realty Fund Class Bn/a9.57
Cohen & Steers U.S. Realty Fund Class Fn/a9.51
Cohen & Steers U.S. Realty CIT Class A10.199.48
FIAM U.S. Real Estate Invest Tr CIT7.767.11
American Century U.S. Real Estate Sec Tr7.546.79
PIMCO RealEstatePLUS CIT I6.946.41
AEW Real Estate Securities Divers Trust6.495.85
Invesco Equity RE Secs Tr C7.655.48
State St REIT Indx NL Cl A3.435.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value1 year gross return1 year net return
BNYM Mellon PE NSL US Dyn Large Cap Val56.4856.41
BNYM Mellon NSL US Dyn Large Cap Val56.0956.14
Invesco Growth and Income Tr I53.7953.39
Sound Shore Large Cap Value CIT 153.1752.49
Seizert Large Cap Value Equity52.5951.27
AB US Strategic Value CT V50.0848.23
Voya Large Cap Value Trust47.4746.67
FIAM Target Date Val Discvry Cmgld Pool46.6546.65
Spartan Large Cap Value Index Pool43.7443.74
State St Russell Lg Cp Val® Indx SL Cl I43.6843.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equity18.2417.54
BNYM Mellon NSL US Dyn Large Cap Val14.7114.25
BNYM Mellon PE NSL US Dyn Large Cap Val14.3613.86
FIAM Target Date Val Discvry Cmgld Pool12.9712.97
Voya Large Cap Value Trust13.2212.61
Eaton Vance Large Cap Val CIT13.1512.47
Wellington CIF II Quality Value S1n/a12.06
BNYM Mellon NSL LargeCap Value SIF Instl11.9911.98
State St Russell Lg Cp Val® Indx SL Cl I11.9611.96
Wellington CIF II Research Valuen/a11.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2036-20401 year gross return1 year net return
FIAM Blend Target Date 2040 S41.3640.99
FIAM Blend Target Date 2040 T41.3140.97
FIAM Blend Target Date 2040 R41.3240.89
FIAM Blend Target Date 2040 Q41.3340.88
FIAM Blend Target Date 2040 Y41.3340.85
FIAM Blend Target Date 2040 X41.2840.77
FIAM Blend Target Date 2040 V41.3440.75
FIAM Blend Target Date 2040 W41.3140.75
Morningstar Lifetime Gr 2040 Index N-139.4439.33
Voya Target Solution 2040 Trust36.8036.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2036-20405 year gross return5 year net return
FIAM Blend Target Date 2040 T15.3015.03
FIAM Blend Target Date 2040 S15.3115.01
FIAM Blend Target Date 2040 R15.3114.96
FIAM Blend Target Date 2040 Q15.3214.93
FIAM Blend Target Date 2040 Y15.3214.93
FIAM Blend Target Date 2040 X15.3114.89
FIAM Blend Target Date 2040 W15.3214.86
FIAM Blend Target Date 2040 V15.3214.82
FIAM Index Target Date 2040 R14.3214.26
FIAM Index Target Date 2040 T14.3314.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Blend1 year gross return1 year net return
Acadian All Country World ex US Eq CIT E45.4545.20
Acadian All Country World ex US Eq CIT B45.5044.56
Acadian All Country World ex US Eq CIT A45.3544.46
Acadian All Country World ex US Eq CIT C45.1844.24
Pictet International Equity Fund LLC40.3039.16
State St Gbl All Cp Eq ex-US Idx NL Cl A36.9636.96
FIAM Select International Plus CIT37.3936.72
Ivy Intl Core Eq CIT Class 237.3436.51
Ivy Intl Core Eq CIT Class 137.2836.38
Wellington CIF II Intl Opps36.3636.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Blend5 year gross return5 year net return
Wellington CIF II Intl Opps11.9211.82
State St Gbl All Cp Eq ex-US Idx NL Cl An/a11.33
FIAM Select International Plus CIT11.9111.32
BNYM Mellon DB NSL ACWI ex-US Fund11.3911.28
BNYM Mellon NSL ACWI ex-US Fund Instl11.2911.25
BNYM Mellon SL ACWI ex-US Fund11.3511.20
Wellington CIF II Intl Opps S1n/a11.20
BNYM Mellon PE NSL International Eq Fd11.7211.03
NT EAFE Index Fund - NL10.6610.66
BNYM Mellon DB SL International SIF10.7210.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth1 year gross return1 year net return
Frontegra Small Cap Core Fund67.2366.22
FIAM Small Cap Core Class B65.5964.64
FIAM Small Cap Core Class P65.5564.58
FIAM Small Cap Core Class O65.5864.56
FIAM Small Cap Core Class D65.5764.42
FIAM Small Cap Core Pool65.5764.30
FIAM Small Cap Core Class G65.5864.26
Wellington CIF II Small Cap 2000 S165.2063.95
FIAM Small Company Class B58.7457.76
FIAM Small Company Pool58.7457.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S1n/a19.22
Wellington CIF II SMID Cap Research S1n/a18.59
Frontegra Small Cap Core Fund18.6917.95
FIAM Small Cap Core Class B17.1916.49
FIAM Small Cap Core Class P17.1516.46
FIAM Small Cap Core Class O17.1516.43
FIAM Small Cap Core Class Dn/a16.34
FIAM Small Cap Core Pool17.1616.24
FIAM Small Cap Core Class G17.1516.22
FIAM Small Company Class B16.0215.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value1 year gross return1 year net return
American Century US Small Cp Val Eq Tr R84.5684.56
American Century US Small Cap Val Eq Tr84.5883.02
Brandywine Diversified Small Cap GT81.4180.03
Brandywine Diversified Sm Cap Select BIT76.6975.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value5 year gross return5 year net return
American Century US Small Cap Val Eq Tr18.1717.17
Brandywine Diversified Sm Cap Select BIT12.3611.47
Brandywine Diversified Small Cap GT11.8410.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Credit Tr II9.068.71
FIAM Tactical Bond Pool7.767.76
Loomis Sayles MSFD CIT7.326.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT7.276.66
FIAM Tactical Bond Pool6.286.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S155.8355.83
Ceredex Mid-Cap Value Equity Trust 250.3349.51
Ceredex Mid-Cap Value Equity Trust 150.3849.48
Speece Thorson Value Fund43.6042.27
American Century US Mid Cap Value Eq Tr41.7140.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value5 year gross return5 year net return
Ceredex Mid-Cap Value Equity Trust 2n/a13.56
Ceredex Mid-Cap Value Equity Trust 114.3313.55
Wellington CIF II Mid Cap Value S1n/a12.30
Speece Thorson Value Fund11.9410.89
American Century US Mid Cap Value Eq Tr11.3310.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.632.62
Putnam Stable Value Fund: 10bps2.632.52
Putnam Stable Value Fund: 15bps2.632.46
Putnam Stable Value Fund: 20bps2.632.44
Putnam Stable Value Fund: 25bps2.632.37
Vantagepoint PLUS Fund Gross2.342.34
Putnam Stable Value Fund: 30bps2.632.32
Putnam Stable Value Fund: 35bps2.632.28
Vantagepoint PLUS Fund R132.342.19
VT III PLUS Fund2.342.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Stable Value5 year gross return5 year net return
Vantagepoint PLUS Fund Gross2.522.52
Putnam Stable Value Fund: Gross2.472.47
Putnam Stable Value Fund: 10bps2.472.37
Putnam Stable Value Fund: 15bps2.472.31
Putnam Stable Value Fund: 20bps2.472.27
Putnam Stable Value Fund: 25bps2.472.22
Wells Fargo Stable Value Fund W2.432.21
Vantagepoint PLUS Fund R102.522.21
IBEW NECA Stable Value Tr Bas Category2.292.20
Galliard Managed Income Fund2.182.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value1 year gross return1 year net return
BNYM Mellon PE NSL US Dyn Large Cap Val56.4856.41
BNYM Mellon NSL US Dyn Large Cap Val56.0956.14
Invesco Growth and Income Tr I53.7953.39
Sound Shore Large Cap Value CIT 153.1752.49
Seizert Large Cap Value Equity52.5951.27
AB US Strategic Value CT V50.0848.23
Voya Large Cap Value Trust47.4746.67
FIAM Target Date Val Discvry Cmgld Pool46.6546.65
Spartan Large Cap Value Index Pool43.7443.74
State St Russell Lg Cp Val® Indx SL Cl I43.6843.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equity18.2417.54
BNYM Mellon NSL US Dyn Large Cap Val14.7114.25
BNYM Mellon PE NSL US Dyn Large Cap Val14.3613.86
FIAM Target Date Val Discvry Cmgld Pool12.9712.97
Voya Large Cap Value Trust13.2212.61
Eaton Vance Large Cap Val CIT13.1512.47
Wellington CIF II Quality Value S1n/a12.06
BNYM Mellon NSL LargeCap Value SIF Instl11.9911.98
State St Russell Lg Cp Val® Indx SL Cl I11.9611.96
Wellington CIF II Research Valuen/a11.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Allocation1 year gross return1 year net return
Wellington CIF II Divers Inflation Hge39.6439.15
Wellington Opportunistic Investment31.6730.24
PIMCO Diversified Real Asset CIT28.1827.65
Invesco Balanced Risk Allocation Trust25.2124.64
Invesco Global Asset Allc Strat Tr C21.8021.21
Global Risk Premium - Mod Volatility21.2820.71
Global Risk Premium - Low Volatility17.5717.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Allocation5 year gross return5 year net return
Wellington Opportunistic Investmentn/a10.18
Global Risk Premium - Mod Volatility9.028.50
Invesco Balanced Risk Allocation Trust8.367.88
Global Risk Premium - Low Volatility7.827.40
Wellington CIF II Divers Inflation Hge7.487.26
PIMCO Diversified Real Asset CIT5.434.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth1 year gross return1 year net return
Eaton Vance EB Large Cap Growth I44.4643.73
BNYM Mellon NSL US Large Cap Grwth Eq Fd43.3643.30
Spartan Large Cap Growth Index Pool42.5142.51
State St Russell Lg Cap Gr® Indx SL Cl I42.4442.43
Wellington CIF II Large Cap Research Eq42.4242.34
BNYM Mellon NSL LargeCap Grwth SIF Instl42.2242.20
Westfield All Cap Equity Collective43.0142.09
Capital Group U.S. Equity DC Unit T42.7242.03
Ivy Core Equity CIT Class 142.6641.80
Capital Group U.S. Equity DB Fund42.7240.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth5 year gross return5 year net return
Wellington CIF II Growth S226.5626.03
Alger Capital Appreciation Series CF R124.9524.14
TCW Concentrated Core An/a24.11
TCW Concentrated Core Fund, Class B24.8924.09
Nuveen Winslow Large Cap Growth Cl I24.6924.00
Nuveen Winslow Large Cap Growth, Class R24.6723.92
Ivy Large Cap Growth CIT Class 124.6223.88
Nuveen Winslow Large Cap Growth Cl Y24.6823.86
Nuveen Winslow Large Cap Growth Cl I2024.6723.75
State St Russell Lg Cap Gr® Indx SL Cl I23.6423.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Diversified Emerging Mkts1 year gross return1 year net return
Segall Bryant & Hamill EM Sm Cp Tr Fdrs65.2564.02
Artisan Developing World Trust Tier 3n/a52.63
Artisan Developing World Trust Tier 154.0752.47
William Emerging Markets Growth CIT51.8350.68
FIAM Emerging Markets Commingled Pool50.5450.54
Acadian Emerging Markets Equity Cl E50.0749.79
Ivy Emerging Markets Equity CIT 150.7349.50
Acadian Emerging Markets Equity Cl A49.9048.49
City of London Global Emg Mkts Fund48.4647.03
Fisher Investments Emerging Markets Eq 146.1444.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Diversified Emerging Mkts5 year gross return5 year net return
Artisan Developing World Trust Tier 3n/a26.83
Artisan Developing World Trust Tier 128.1326.80
William Emerging Markets Growth CIT19.1118.37
FIAM Select Emerging Markets Class A15.9815.33
FIAM Select Emerging Markets Class Dn/a15.17
Templeton Intl Emg Mkt CF16.2515.09
City of London Global Emg Mkts Fundn/a13.68
Fisher Investments Emerging Markets Eq 114.3813.19
State St Emg Mkts Indx NL Cl A12.9012.90
BNYM Mellon NSL Emerging Mkt SIF13.0012.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.700.50
FIAM Target Date Govt Bd Idx Cmgld Pl-3.13-3.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond1 year gross return1 year net return
Voya Short Duration High Quality Trust3.022.79
FIAM Target Date Short Credit Cmgld Pool1.351.35
FIAM Short Duration Pool1.130.93
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl0.390.37
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd0.400.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust2.692.46
FIAM Short Duration Pool2.282.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Value1 year gross return1 year net return
Sprucegrove All Country Wld ex-US OCIO-Cn/a44.51
Sprucegrove All Country World ex-US F44.9944.51
Sprucegrove International CIT F44.9644.50
Brandes International Equity Fd CL 744.4843.58
Denali Network Value International A43.5342.33
FIAM International Equity Value Cmgld Pl36.6039.36
Causeway International Value Eq CIT 240.1939.35
Causeway International Value Eq CIT II A39.2539.24
LSV Asset Mgt Intl Lg Cap Val Eq Trust37.4436.44
Columbia Overseas Value CL RJ34.1833.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Value5 year gross return5 year net return
Brandes International Equity Fd CL 79.478.83
LSV Asset Mgt Intl Lg Cap Val Eq Trust9.588.78
Mondrian International Equity CIT VIIIn/a6.87
Mondrian International Eq CIT IXn/a6.84
Mondrian International Equity CIT I7.596.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend1 year gross return1 year net return
Epoch U.S. All Cap Equity CIT Class 151.3250.34
Pioneer Large Cap Core Equity Trust - T246.8546.12
State St Russell All Cap® Indx SL Cl I44.2744.27
Spartan Total Market Index Pool A44.2644.26
BNYM Mellon NSL Broad Market SIF UC143.9943.90
NT R1000 Index Fund - NL43.0443.04
BNYM Mellon NSL Large Cap SIF Instl43.0343.02
BNYM Mellon DB SL Large Cap SIF43.0442.99
BNYM Mellon NSL Large Cap SIF UC143.0342.96
BNYM Mellon AFL-CIO SL Stock Index Fund40.8440.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend5 year gross return5 year net return
Pioneer Large Cap Core Equity Trust - T220.3319.73
BNYM Mellon NSL Dynamic US Equity Fund19.3418.91
NT R1000 Index Fund - NL17.9917.99
BNYM Mellon DB SL Large Cap SIF18.0217.97
BNYM Mellon NSL Large Cap SIF Instl17.9717.96
State St Russell All Cap® Indx SL Cl I17.9117.91
BNYM Mellon NSL Large Cap SIF UC117.9717.90
BNYM Mellon NSL Broad Market SIF UC117.8317.76
PanAgora US LgCp Stk Selector CF - I18.3617.74
PanAgora US LgCp Stk Selector CF - R18.3617.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Credit Tr II9.068.71
FIAM Tactical Bond Pool7.767.76
Loomis Sayles MSFD CIT7.326.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT7.276.66
FIAM Tactical Bond Pool6.286.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Small/Mid Value1 year gross return1 year net return
Kopernik Global All-Cap CIT 247.9546.63
Kopernik Global All-Cap CIT 147.9846.59
Segall Bryant & Hamill Int Sm Cp Fndrs +42.9341.94
Segall Bryant & Hamill Int SC Inst Plus42.8541.65
Segall B & H Intl Sml Cap Founders42.8541.65
Segall Bryant & Hamill Int SC InstUnits42.9141.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond1 year gross return1 year net return
FIAM Long Corporate Commingled Pool6.045.78
BNYM Mellon DB SL Long Term Credit BI Fd4.424.35
FIAM Long Duration CIT0.520.27
Wellington CIF II Long Bond-1.40-1.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond5 year gross return5 year net return
BNYM Mellon DB SL Long Term Credit BI Fd6.736.66
FIAM Long Duration CIT6.556.29
Wellington CIF II Long Bondn/a6.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.700.50
FIAM Target Date Govt Bd Idx Cmgld Pl-3.13-3.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Bond1 year gross return1 year net return
Brandywine Global Opportun Fxd BGIMT13.1512.53
Brandywine Global Fixed Income BIT12.7612.15
Brandywine Global Fixed Income BGIMT12.1611.66
Brandywine Intl Opportunistic Fxd BIT12.0411.43
Brandywine International Fixed Inc BIT11.6411.03
PIMCO Global Advantage Strategy CIT II5.765.17
PIMCO Global Advantage Strategy III CIT5.705.01
Schroder Global Strategic Bond Trust W4.874.35
MacKay Shields Core Fixed Inc CIT Cl 32.392.24
Wellington CIF II World Bond S22.181.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Bond5 year gross return5 year net return
PIMCO Global Advantage Strategy CIT II4.794.20
Brandywine Global Opportun Fxd BGIMT4.674.10
PIMCO Global Advantage Strategy III CIT4.794.09
Brandywine Global Fixed Income BIT4.463.90
Brandywine Global Fixed Income BGIMT4.283.81
Brandywine Intl Opportunistic Fxd BIT3.172.60
Brandywine International Fixed Inc BIT2.902.34
Wellington CIF II World Bond S2n/a2.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S155.8355.83
Ceredex Mid-Cap Value Equity Trust 250.3349.51
Ceredex Mid-Cap Value Equity Trust 150.3849.48
Speece Thorson Value Fund43.6042.27
American Century US Mid Cap Value Eq Tr41.7140.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value5 year gross return5 year net return
Ceredex Mid-Cap Value Equity Trust 2n/a13.56
Ceredex Mid-Cap Value Equity Trust 114.3313.55
Wellington CIF II Mid Cap Value S1n/a12.30
Speece Thorson Value Fund11.9410.89
American Century US Mid Cap Value Eq Tr11.3310.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Emerging Markets Bond1 year gross return1 year net return
TCW Emerging Markets Fixed Income Cl A11.7411.13
TCW Emerging Markets Fixed Income Cl B11.8011.07
TCW Emerging Markets Fixed Income Cl C11.8711.03
MetLife Inv. Mgmt. Emerg Mkts Debt 210.409.80
Capital Group EM Debt (Broad) DC Unit T9.909.25
Capital Group EM Debt (Broad) DB Fund9.849.25
FIAM Emerging Mkts Debt Commingled Pool8.597.89
Wellington CIF II Opportunistic EM DbtS17.967.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Emerging Markets Bond5 year gross return5 year net return
Wellington CIF II Opportunistic EM DbtS1n/a5.43
TCW Emerging Markets Fixed Income Cl Bn/a5.30
MetLife Inv. Mgmt. Emerg Mkts Debt 25.925.29
TCW Emerging Markets Fixed Income Cl C6.065.24
Capital Group EM Debt (Broad) DB Fund5.845.22
Capital Group EM Debt (Broad) DC Unit T5.795.16
FIAM Emerging Mkts Debt Commingled Pool4.393.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2016-20201 year gross return1 year net return
Morningstar Lifetime Gr 2020 Index N-125.6925.59
FIAM Blend Target Date 2020 T23.1622.86
FIAM Blend Target Date 2020 S23.0822.76
FIAM Blend Target Date 2020 R23.0922.72
FIAM Blend Target Date 2020 Y23.1322.71
FIAM Blend Target Date 2020 Q23.1022.70
FIAM Blend Target Date 2020 X23.1122.67
FIAM Blend Target Date 2020 W23.1322.64
FIAM Blend Target Date 2020 V23.0822.56
State St Target Ret 2020 NL Cl A19.7119.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2016-20205 year gross return5 year net return
Morningstar Lifetime Gr 2020 Index N-1n/a10.78
FIAM Blend Target Date 2020 T10.8010.54
FIAM Blend Target Date 2020 S10.7810.49
FIAM Blend Target Date 2020 R10.8110.47
FIAM Blend Target Date 2020 Y10.8010.42
FIAM Blend Target Date 2020 Q10.7910.42
FIAM Blend Target Date 2020 X10.7910.39
FIAM Blend Target Date 2020 W10.8010.35
FIAM Blend Target Date 2020 V10.7910.31
FIAM Index Target Date 2020 Y9.939.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government1 year gross return1 year net return
State St US Lg Gov Bnd Indx SL Cl I-10.31-10.32
NT LT Gov Bond Index Fund - NL - J-10.40-10.40
BNYM Mellon DB SL Long Term Govt BI Fd-10.37-10.41
BNYM Mellon DB NSL Long Term Govt BI Fd-10.42-10.47
FIAM Target Date LT Treas Idx Cmgld Pool-10.50-10.55
FIAM Long U.S. Treasury STRIPS Pool Idx-14.81-14.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government5 year gross return5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx4.003.91
State St US Lg Gov Bnd Indx SL Cl I3.243.24
BNYM Mellon DB SL Long Term Govt BI Fd3.233.19
NT LT Gov Bond Index Fund - NL - J3.133.13
BNYM Mellon DB NSL Long Term Govt BI Fd3.143.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Growth1 year gross return1 year net return
William Blair International Growth CIT44.0042.80
Hardman Johnston Intl Equity Group Trust43.6042.75
Fisher Investments All Foreign Equity41.7540.62
Fisher Investments Foreign Equity 241.4140.42
Wellington CIF II Intl Qual Gr S239.0139.01
Wellington CIF II Intl Qual Gr S138.8338.83
Capital Group Intl All Countries Eq DC-T38.3937.45
Capital Group Intl All Countries Eq DB38.3537.40
FIAM International Equity Gr Cmgld Pl33.3035.59
Capital Group Intl Equity DC Unit T35.9134.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Growth5 year gross return5 year net return
Hardman Johnston Intl Equity Group Trust18.9318.17
Capital Group Intl All Countries Eq DB17.8417.03
Capital Group Intl All Countries Eq DC-T17.8117.00
Capital Group Int'l Equity DB Fund17.0916.28
Capital Group Intl Equity DC Unit T16.6715.87
William Blair International Growth CIT16.3915.48
Fisher Investments All Foreign Equity14.4213.70
Invesco International Growth Cl In/a10.83
Artisan International Growth Trust - T311.7110.82
FIAM International Growth Pool11.4910.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Bank Loan1 year gross return1 year net return
FIAM Leveraged Loan Pool11.0910.54
Voya Senior Loan Trust10.399.90
Shenkman Capital Mgt High Yld Bank Loan10.019.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Bank Loan5 year gross return5 year net return
FIAM Leveraged Loan Pool5.234.71
Voya Senior Loan Trust4.393.93
Shenkman Capital Mgt High Yld Bank Loan4.523.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2031-20351 year gross return1 year net return
Morningstar Lifetime Gr 2035 Index N-137.1337.02
FIAM Blend Target Date 2035 T36.7536.42
FIAM Blend Target Date 2035 S36.6836.32
FIAM Blend Target Date 2035 Y36.7436.28
FIAM Blend Target Date 2035 Q36.7236.28
FIAM Blend Target Date 2035 R36.6836.27
FIAM Blend Target Date 2035 X36.7636.26
FIAM Blend Target Date 2035 W36.7136.17
FIAM Blend Target Date 2035 V36.7036.12
Voya Target Solution 2035 Trust32.8632.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2031-20355 year gross return5 year net return
FIAM Blend Target Date 2035 T14.6914.41
FIAM Blend Target Date 2035 S14.7014.40
FIAM Blend Target Date 2035 R14.6914.34
FIAM Blend Target Date 2035 Y14.7114.32
FIAM Blend Target Date 2035 Q14.7014.31
FIAM Blend Target Date 2035 X14.7014.29
FIAM Blend Target Date 2035 W14.6914.23
FIAM Blend Target Date 2035 V14.6914.19
FIAM Index Target Date 2035 R13.6813.63
FIAM Index Target Date 2035 Y13.6913.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mkt Completion Fd61.9361.87
State St Russell Sm/Mid Cp® Indx SL Cl I61.6561.60
State St Russell Sm/Mid Cp® Indx NL Cl A61.6061.60
BNYM Mellon NSL Smid Cp Stk Idx Fd Instl57.8357.81
BNYM Mellon NSL US Small/Mid Cap Opp Val53.7753.66
BNYM Mellon SL Mid Cap SIF53.3053.24
BNYM Mellon DB SL Mid Cap SIF53.2753.21
State St S&P MidCap® Indx SL Cl I53.2353.20
State St S&P MidCap® Indx NL Cl A53.2253.19
BNYM Mellon NSL Mid Cap SIF Instl53.2153.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend5 year gross return5 year net return
State St Russell Sm/Mid Cp® Indx SL Cl I16.8318.93
BNYM Mellon SL Mkt Completion Fd18.9018.85
State St Russell Sm/Mid Cp® Indx NL Cl An/a18.84
BNYM Mellon NSL US Small/Mid Cap Opp Val15.6714.84
BNYM Mellon DB SL Mid Cap SIF14.3814.33
BNYM Mellon SL Mid Cap SIF14.3714.32
State St S&P MidCap® Indx SL Cl I11.4714.32
BNYM Mellon NSL Mid Cap SIF Instl14.3114.29
State St S&P MidCap® Indx NL Cl A11.4314.27
RhumbLine S&P 400 Mid-Cap Pooled Index14.2614.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond1 year gross return1 year net return
Voya Short Duration High Quality Trust3.022.79
FIAM Target Date Short Credit Cmgld Pool1.351.35
FIAM Short Duration Pool1.130.93
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl0.390.37
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd0.400.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust2.692.46
FIAM Short Duration Pool2.282.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth1 year gross return1 year net return
Hood River Small/Mid Cap Gr CITFounder's72.8271.96
BNYM Mellon NSL Mkt Completion Fd Instl62.1762.14
BNYM Mellon NSL Market Completion Fund62.1762.06
Spartan Extended Market Index Pool A61.6761.67
Spartan Extended Market Index Pool E61.6861.62
Spartan Extended Market Index Pool C61.6861.61
CastleArk Small Company Growth CIT61.8860.79
Jackson Square SMID Cap Growth CIT A53.8652.72
GW&K S/M Cp Cor Eq Collective Invmt Fund52.5951.63
Voya Mid Cap Growth Trust Class 249.7348.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth5 year gross return5 year net return
Artisan Mid Cap Growth Trust Tier 124.0923.04
Champlain Mid Cap Collective Fund Cl 421.4221.42
Champlain Mid Cap Collective Fund Cl 521.4320.53
Champlain Mid Cap Collective Fund Cl 121.3620.28
CastleArk Small Company Growth CIT20.9220.10
Voya Mid Cap Growth Trust Class 220.0119.16
BNYM Mellon NSL Market Completion Fund18.7718.69
Wellington CIF II MdCap Opportunities S2n/a17.95
Wellington CIF II MdCap Opportunities S3n/a17.85
Wellington CIF II MdCap Opportunities S1n/a17.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2011-20151 year gross return1 year net return
Morningstar Lifetime Gr 2015 Index N-123.1323.03
FIAM Blend Target Date 2015 T19.2819.00
FIAM Blend Target Date 2015 S19.2618.95
FIAM Blend Target Date 2015 R19.2918.93
FIAM Blend Target Date 2015 Y19.3218.92
FIAM Blend Target Date 2015 Q19.2918.91
FIAM Blend Target Date 2015 X19.2918.86
FIAM Blend Target Date 2015 W19.3218.84
FIAM Blend Target Date 2015 V19.2818.78
BNYM Mellon SL SmartPath TD2015 Fd16.0315.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2011-20155 year gross return5 year net return
Morningstar Lifetime Gr 2015 Index N-1n/a9.91
FIAM Blend Target Date 2015 T9.759.48
FIAM Blend Target Date 2015 S9.749.46
FIAM Blend Target Date 2015 R9.759.42
FIAM Blend Target Date 2015 Q9.769.39
FIAM Blend Target Date 2015 Y9.759.38
FIAM Blend Target Date 2015 X9.759.36
FIAM Blend Target Date 2015 W9.769.32
FIAM Blend Target Date 2015 V9.759.28
FIAM Index Target Date 2015 R8.948.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Retirement Income1 year gross return1 year net return
PIMCO RealPath Blend Income CT Cn/a19.23
PIMCO RealPath Blend Income CT Fdrs II19.5419.13
State St Target Ret Income NL Cl A15.4715.47
Voya Target Solution Income Trust15.8915.44
BNYM Mellon SL SmartPath RetInc Fd Instl12.3812.30
BNYM Mellon SL SmartPath RetInc Fd12.3812.29
FIAM Blend Target Date Income S9.679.39
FIAM Blend Target Date Income T9.649.38
FIAM Blend Target Date Income R9.679.34
FIAM Blend Target Date Income Y9.669.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust7.867.45
State St Target Ret Income NL Cl An/a6.95
BNYM Mellon SL SmartPath RetInc Fd7.046.94
BNYM Mellon SL SmartPath RetInc Fd Instln/a6.90
FIAM Blend Target Date Income T6.165.91
FIAM Blend Target Date Income S6.165.88
FIAM Blend Target Date Income R6.155.83
FIAM Blend Target Date Income Q6.165.80
FIAM Blend Target Date Income Y6.155.79
FIAM Blend Target Date Income X6.155.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government1 year gross return1 year net return
State St US Lg Gov Bnd Indx SL Cl I-10.31-10.32
NT LT Gov Bond Index Fund - NL - J-10.40-10.40
BNYM Mellon DB SL Long Term Govt BI Fd-10.37-10.41
BNYM Mellon DB NSL Long Term Govt BI Fd-10.42-10.47
FIAM Target Date LT Treas Idx Cmgld Pool-10.50-10.55
FIAM Long U.S. Treasury STRIPS Pool Idx-14.81-14.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government5 year gross return5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx4.003.91
State St US Lg Gov Bnd Indx SL Cl I3.243.24
BNYM Mellon DB SL Long Term Govt BI Fd3.233.19
NT LT Gov Bond Index Fund - NL - J3.133.13
BNYM Mellon DB NSL Long Term Govt BI Fd3.143.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend1 year gross return1 year net return
RhumbLine S&P 600 Sm-Cap Pooled Index67.1467.14
PIMCO StocksPlus Small Collective Tr II66.8665.94
PIMCO StocksPlus Small Collective Tr III66.7465.88
BNYM Mellon SL Small Cap SIF Instl62.3262.28
BNYM Mellon SL Small Cap SIF62.3262.25
State St Russell Sm Cap® Indx SL Cl I62.1062.09
BNYM Mellon NSL Small Cap SIF Instl62.0862.05
Spartan Small Cap Index Pool A62.0362.03
BNYM Mellon DB NSL Small Cap SIF62.1061.99
BNYM Mellon NSL Small Cap SIF62.0861.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a18.33
BNYM Mellon SL Small Cap SIF16.4416.63
State St Russell Sm Cap® Indx SL Cl I13.8516.62
BNYM Mellon PE NSL US Small Cap Opp Val16.9716.52
BNYM Mellon NSL Small Cap SIF Instl16.5116.49
NT R2000 Index Fund - NLn/a16.47
State St Russell Sm Cap® Indx NL Cl A13.6716.45
BNYM Mellon NSL Small Cap SIF16.5216.44
BNYM Mellon DB NSL Small Cap SIF16.5116.42
BNYM Mellon SL Small Cap SIF UC316.6016.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Moderate Allocation1 year gross return1 year net return
State St Mod Strategic Bal SL Cl I24.8724.87
Pioneer U.S. Balanced Trust - T225.3024.70
FIAM Pension Journey 70/30 Commingled Pl23.2623.26
FIAM Pension Journey 60/40 Commingled Pl20.0220.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Moderate Allocation5 year gross return5 year net return
Pioneer U.S. Balanced Trust - T212.3311.79
State St Mod Strategic Bal SL Cl I10.3410.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value1 year gross return1 year net return
American Century US Small Cp Val Eq Tr R84.5684.56
American Century US Small Cap Val Eq Tr84.5883.02
Brandywine Diversified Small Cap GT81.4180.03
Brandywine Diversified Sm Cap Select BIT76.6975.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value5 year gross return5 year net return
American Century US Small Cap Val Eq Tr18.1717.17
Brandywine Diversified Sm Cap Select BIT12.3611.47
Brandywine Diversified Small Cap GT11.8410.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond1 year gross return1 year net return
Fort Washington Cor Pls Fxd Inc CIT Fdrs3.963.65
FIAM Broad Market Duration Pool2.692.44
Invesco Intermediate Bond Trust2.652.34
FIAM Intermediate Duration Pool2.071.81
FIAM Intermediate Duration Pool D2.051.80
MetLife Core Plus Collective Trust 11.191.03
FIAM Target Date Inv Grd Sctzd Cmgld Pl0.800.80
Wellington CIF II Core Bond S11.000.74
State St US Int Gov/Crd Bnd Indx SL Cl I0.310.31
AFL-CIO Housing Inv Trust AFL-CIO CF0.450.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool4.374.11
Wellington CIF II Core Bond S14.113.83
Invesco Intermediate Bond Trust3.943.63
State St US Bnd Indx SL Cl I3.073.07
State St US Bnd Indx NL Cl An/a3.04
FIAM Intermediate Duration Pool3.273.02
BNYM Mellon DB SL Agg Bond Index Fd3.032.98
BNYM Mellon SL Aggregate Bond Index Fund3.002.96
BNYM Mellon NSL Agg Bond Index Fd Instl2.952.93
FIAM U.S. Bond Index Pool2.962.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mkt Completion Fd61.9361.87
State St Russell Sm/Mid Cp® Indx SL Cl I61.6561.60
State St Russell Sm/Mid Cp® Indx NL Cl A61.6061.60
BNYM Mellon NSL Smid Cp Stk Idx Fd Instl57.8357.81
BNYM Mellon NSL US Small/Mid Cap Opp Val53.7753.66
BNYM Mellon SL Mid Cap SIF53.3053.24
BNYM Mellon DB SL Mid Cap SIF53.2753.21
State St S&P MidCap® Indx SL Cl I53.2353.20
State St S&P MidCap® Indx NL Cl A53.2253.19
BNYM Mellon NSL Mid Cap SIF Instl53.2153.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend5 year gross return5 year net return
State St Russell Sm/Mid Cp® Indx SL Cl I16.8318.93
BNYM Mellon SL Mkt Completion Fd18.9018.85
State St Russell Sm/Mid Cp® Indx NL Cl An/a18.84
BNYM Mellon NSL US Small/Mid Cap Opp Val15.6714.84
BNYM Mellon DB SL Mid Cap SIF14.3814.33
BNYM Mellon SL Mid Cap SIF14.3714.32
State St S&P MidCap® Indx SL Cl I11.4714.32
BNYM Mellon NSL Mid Cap SIF Instl14.3114.29
State St S&P MidCap® Indx NL Cl A11.4314.27
RhumbLine S&P 400 Mid-Cap Pooled Index14.2614.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Return Collective Trust II7.327.00
Wellington CIF II TIPS S16.706.50
BNYM Mellon SL TIPS Index Fund6.506.46
BNYM Mellon NSL TIPS Index Fund Instl6.476.45
State St US Infl Protct Bnd Indx NL Cl A6.446.44
BNYM Mellon NSL TIPS Index Fund6.476.43
FIAM Inter Infla-Pro Bond Index Pool D6.426.38
FIAM Int Infl-Prot Bond Index Cmgld Pool6.436.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Return Collective Trust II4.654.27
State St US Infl Protct Bnd Indx NL Cl A4.144.14
BNYM Mellon NSL TIPS Index Fund4.174.13
Wellington CIF II TIPS S1n/a3.78
FIAM Inter Infla-Pro Bond Index Pool D3.563.52
FIAM Int Infl-Prot Bond Index Cmgld Pool3.563.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth1 year gross return1 year net return
Hood River Small/Mid Cap Gr CITFounder's72.8271.96
BNYM Mellon NSL Mkt Completion Fd Instl62.1762.14
BNYM Mellon NSL Market Completion Fund62.1762.06
Spartan Extended Market Index Pool A61.6761.67
Spartan Extended Market Index Pool E61.6861.62
Spartan Extended Market Index Pool C61.6861.61
CastleArk Small Company Growth CIT61.8860.79
Jackson Square SMID Cap Growth CIT A53.8652.72
GW&K S/M Cp Cor Eq Collective Invmt Fund52.5951.63
Voya Mid Cap Growth Trust Class 249.7348.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth5 year gross return5 year net return
Artisan Mid Cap Growth Trust Tier 124.0923.04
Champlain Mid Cap Collective Fund Cl 421.4221.42
Champlain Mid Cap Collective Fund Cl 521.4320.53
Champlain Mid Cap Collective Fund Cl 121.3620.28
CastleArk Small Company Growth CIT20.9220.10
Voya Mid Cap Growth Trust Class 220.0119.16
BNYM Mellon NSL Market Completion Fund18.7718.69
Wellington CIF II MdCap Opportunities S2n/a17.95
Wellington CIF II MdCap Opportunities S3n/a17.85
Wellington CIF II MdCap Opportunities S1n/a17.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Small/Mid Growth1 year gross return1 year net return
Kayne Anderson Rudnick Intl SC CIT43.8542.72
CastleArk International Small Cap Eq 143.3542.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth1 year gross return1 year net return
Eaton Vance EB Large Cap Growth I44.4643.73
BNYM Mellon NSL US Large Cap Grwth Eq Fd43.3643.30
Spartan Large Cap Growth Index Pool42.5142.51
State St Russell Lg Cap Gr® Indx SL Cl I42.4442.43
Wellington CIF II Large Cap Research Eq42.4242.34
BNYM Mellon NSL LargeCap Grwth SIF Instl42.2242.20
Westfield All Cap Equity Collective43.0142.09
Capital Group U.S. Equity DC Unit T42.7242.03
Ivy Core Equity CIT Class 142.6641.80
Capital Group U.S. Equity DB Fund42.7240.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth5 year gross return5 year net return
Wellington CIF II Growth S226.5626.03
Alger Capital Appreciation Series CF R124.9524.14
TCW Concentrated Core An/a24.11
TCW Concentrated Core Fund, Class B24.8924.09
Nuveen Winslow Large Cap Growth Cl I24.6924.00
Nuveen Winslow Large Cap Growth, Class R24.6723.92
Ivy Large Cap Growth CIT Class 124.6223.88
Nuveen Winslow Large Cap Growth Cl Y24.6823.86
Nuveen Winslow Large Cap Growth Cl I2024.6723.75
State St Russell Lg Cap Gr® Indx SL Cl I23.6423.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend1 year gross return1 year net return
RhumbLine S&P 600 Sm-Cap Pooled Index67.1467.14
PIMCO StocksPlus Small Collective Tr II66.8665.94
PIMCO StocksPlus Small Collective Tr III66.7465.88
BNYM Mellon SL Small Cap SIF Instl62.3262.28
BNYM Mellon SL Small Cap SIF62.3262.25
State St Russell Sm Cap® Indx SL Cl I62.1062.09
BNYM Mellon NSL Small Cap SIF Instl62.0862.05
Spartan Small Cap Index Pool A62.0362.03
BNYM Mellon DB NSL Small Cap SIF62.1061.99
BNYM Mellon NSL Small Cap SIF62.0861.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a18.33
BNYM Mellon SL Small Cap SIF16.4416.63
State St Russell Sm Cap® Indx SL Cl I13.8516.62
BNYM Mellon PE NSL US Small Cap Opp Val16.9716.52
BNYM Mellon NSL Small Cap SIF Instl16.5116.49
NT R2000 Index Fund - NLn/a16.47
State St Russell Sm Cap® Indx NL Cl A13.6716.45
BNYM Mellon NSL Small Cap SIF16.5216.44
BNYM Mellon DB NSL Small Cap SIF16.5116.42
BNYM Mellon SL Small Cap SIF UC316.6016.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2041-20451 year gross return1 year net return
FIAM Blend Target Date 2045 T41.3441.00
FIAM Blend Target Date 2045 S41.3040.93
FIAM Blend Target Date 2045 Y41.3340.85
FIAM Blend Target Date 2045 Q41.3040.85
FIAM Blend Target Date 2045 R41.2640.84
FIAM Blend Target Date 2045 X41.3340.82
FIAM Blend Target Date 2045 W41.3640.80
FIAM Blend Target Date 2045 V41.3140.72
Morningstar Lifetime Gr 2045 Index N-140.2440.13
Voya Target Solution 2045 Trust39.2538.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2041-20455 year gross return5 year net return
FIAM Blend Target Date 2045 T15.3115.03
FIAM Blend Target Date 2045 S15.3215.02
FIAM Blend Target Date 2045 R15.3214.97
FIAM Blend Target Date 2045 Y15.3214.93
FIAM Blend Target Date 2045 Q15.3114.92
FIAM Blend Target Date 2045 X15.3214.90
FIAM Blend Target Date 2045 W15.3114.85
FIAM Blend Target Date 2045 V15.3214.82
FIAM Index Target Date 2045 R14.3214.26
FIAM Index Target Date 2045 Y14.3114.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond1 year gross return1 year net return
FIAM Long Corporate Commingled Pool6.045.78
BNYM Mellon DB SL Long Term Credit BI Fd4.424.35
FIAM Long Duration CIT0.520.27
Wellington CIF II Long Bond-1.40-1.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond5 year gross return5 year net return
BNYM Mellon DB SL Long Term Credit BI Fd6.736.66
FIAM Long Duration CIT6.556.29
Wellington CIF II Long Bondn/a6.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021
Recommended for You
North American private debt assets expected to continue fast growth — Preqin
North American private debt assets expected to continue fast growth — Preqin
Largest public pension plans’ asset growth
Largest public pension plans’ asset growth
U.S. gets middling ESG score from Robeco
U.S. gets middling ESG score from Robeco